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Otis Worldwide

1,237 hedge funds and large institutions have $31B invested in Otis Worldwide in 2025 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 364 increasing their positions, 498 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

2.62% less ownership

Funds ownership: 89.02%86.4% (-2.6%)

11% less capital invested

Capital invested by funds: $34.8B → $31B (-$3.78B)

27% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 498

Holders
1,237
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$76.3M
Puts
$43.5M
Net Calls
Net Calls Change

Top Buyers

1 +$283M
2 +$180M
3 +$150M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$132M
5
Squarepoint
Squarepoint
New York
+$124M

Top Sellers

1 -$1.33B
2 -$223M
3 -$86.3M
4
Millennium Management
Millennium Management
New York
-$79.2M
5
Aviva
Aviva
United Kingdom
-$75.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FFC
976
First Financial Corp
Indiana
$98K
AEPWM
977
Atlantic Edge Private Wealth Management
Florida
$95.2K
GWP
978
Gen-Wealth Partners
Michigan
$93.7K
CTWM
979
Cherry Tree Wealth Management
Minnesota
$92.4K
CAL
980
Capital Analysts LLC
Pennsylvania
$91K
ECM
981
Estabrook Capital Management
New York
$89.8K
GBT
982
Grove Bank & Trust
Florida
$87.6K
FHC
983
First Horizon Corporation
Tennessee
$84.4K
EPIMS
984
Evelyn Partners Investment Management Services
$78.8K
TWD
985
True Wealth Design
Ohio
$77.7K
TFA
986
Toth Financial Advisory
Virginia
$76.3K
EWM
987
Evermay Wealth Management
Virginia
$75.2K
PSB
988
Piscataqua Savings Bank
New Hampshire
$75.2K
JEST
989
JTC Employer Solutions Trustee
Jersey
$75K
NAAA
990
New Age Alpha Advisors
New York
$74.4K
RA
991
Rise Advisors
New York
$74.2K
IBOK
992
Independence Bank of Kentucky
Kentucky
$74.2K
SC
993
Sawyer & Company
Massachusetts
$74K
CT
994
Clearstead Trust
Maine
$73.6K
BLC
995
Brown, Lisle/Cummings
Rhode Island
$71K
ETS
996
ESL Trust Services
New York
$68.6K
PP
997
Pacifica Partners
Canada
$68.4K
CAM
998
Chesapeake Asset Management
New York
$68.3K
CAM
999
Costello Asset Management
Pennsylvania
$66.5K
MSFP
1000
Mark Sheptoff Financial Planning
Connecticut
$66.2K